Rohstoff-Explorer: Research oder Neuvorstellung (Seite 1032)

[Boersiback]

Gold und Silber dürften von dieser Entwicklung zunächst nicht profitieren. Im Gegenteil, für die aktuelle Erholungsbewegung war ein so großer spekulativer Aufwand notwendig, dass aktuell höchste Rückschlagsgefahr besteht.

http://www.finanzen100.de/finanznachrichten/wirtschaft/cot-r…

jo, da stimme ich zu...
genau genommen sind die COT-Daten dieses mal eine einzige Katastrophe wie schon lange nicht mehr, daß ich vermutlich sogar einen short auf gold oder silber wagen werde nächste woche (alternativ short Euro oder call dax dürfte das gleiche sein).
es ist im grunde eine 99%ige angelegenheit.
auf kurze sicht bin ich ein riesengroßer goldbär

[Boersiback]

Antwort auf Beitrag Nr.: 50.925.594 von startvestor am 24.10.15 21:46:29

soweit ich weiss nicht.
wäre mir auch zu heiss. gibt ja genug optionen zertis für indizes aller art un größere werte. sas reicht.

[startvestor]

Antwort auf Beitrag Nr.: 50.925.315 von Boersiback am 24.10.15 20:38:37

Ah, hatte ich übersehen. Kann man die eigentlich an der AIM auch shorten? Interactive Brokers bietet die AIM leider nicht an. Wie ist das eigentlich bei Comdirect (wo du bist?), shorten bieten die vermutlich nicht an?

[Boersiback]

Antwort auf Beitrag Nr.: 50.925.162 von startvestor am 24.10.15 20:09:12

die hatte ich doch gar nicht... wie geschrieben hatte da gezaudert brokerüberweisung kurs höher warten usw... war mir auch nicht sicher dass die abgehen. kann man ja NIE sein. war halt so ne sache mit abgesicherter chartboden treffen auf good news.

[startvestor]

Antwort auf Beitrag Nr.: 50.921.979 von Boersiback am 23.10.15 22:48:38

Ja, es ist besonders wichtig, Entscheidungen zu treffen. Zauderer werden es an der Börse nicht schaffen. W Resources könntest du aber nun verkaufen, wenn du es eh nicht schon getan hast.

[Boersiback]

Antwort auf Beitrag Nr.: 50.924.538 von tgfn am 24.10.15 17:32:03

der Test bzgl. 1000 USD wird sicher kommen.
nur ist mir das bzgl minen VÖLLIG WURSCHD.
die folgen teils dem goldpreis ohnehin nicht mehr und eher dem goldpreis in der heimatwärhung. man muss ja nicht unbedingt goldminen in usa kaufen
ich schau viel mehr auf Gold/CAD und Gold/AUD oder den Rubel.
Gold/USD ist eigentlich nicht besonders relevant. interessiert mich eher am rande.

[Boersiback]

Antwort auf Beitrag Nr.: 50.924.538 von tgfn am 24.10.15 17:32:03

Zitat von tgfn: kennt sich einer beim COT aus?
Bin da Laie, aber für mich siehts genauso beschissen aus wie Ende Januar 2015

er sieht beschissen aus. vor allem war auch der goldanstieg dazu recht bescheiden.
spricht eindeutig für fallende goldkurse in den nächsten wochen.

[tgfn]

kennt sich einer beim COT aus?
Bin da Laie, aber für mich siehts genauso beschissen aus wie Ende Januar 2015

[tgfn]

Antwort auf Beitrag Nr.: 50.789.556 von tgfn am 06.10.15 23:24:21

Zitat von tgfn: Cancana man sich wohl Zeit lassen.(in Fett)
Auszug aus Interview mit JV Chef.
ganzes Interview:
http://countingpips.com/2015/10/andrew-pullars-plan-go-long-…



AP: Ferrometals BV is an earlier-stage version of Enirgi. It’s in joint venture with Cancana Resources Corp. (CNY:TSX.V), and it’s using the intelligent application of geology and innovation to explore for and develop a manganese project that we think has the potential to become a world-class manganese mine. It is early stage, but the grades are some of the highest anywhere in the world. We’re excited about it.

TGR: You essentially structured Ferrometals as a vehicle to support Cancana. Is that correct?

AP: Cancana had an interesting opportunity, and we really liked that asset, so Ferrometals was established to enter a joint venture with Cancana. We have a position in Cancana, and we have a direct position in the project through Ferrometals.

TGR: What do you see in the BMC manganese project in Brazil that made you basically build a company in order to shape its development?

AP: If you look at the global consumption of manganese, the vast majority goes into making steel. There is, however, a niche market in the fertilizer sector that is not widely known. You need a specific, high-grade, high-purity product for use in the agricultural sector, and Cancana has that. The ore grade is higher than anything else we’ve seen. That led us to believe that this asset could help supply the fertilizer sector in Brazil. As you know, Brazil is an agriculture powerhouse that depends heavily on its micronutrients to support the sector. Manganese is an important part of that.

The second thing is that our experienced geologists identified a large exploration target in and around the existing tenements at BMC that could contain a large, high-grade manganese resource. That means it could become a long-life, low-cost, world-class asset. In addition, it’s situated in an area that is central to the distribution of fertilizers in Brazil, so we can see other avenues of the business potentially opening up with time. We essentially funded a drill program and that’s looking promising.

TGR: What’s the timeline to profitability there?

AP: At the moment, a small amount of manganese ore is being mined daily, which then gets shipped to market. In the next couple of years the idea is to essentially prove up a large resource. An Inferred resource should be published sometime next year, and then that resource is going to have to be upgraded, at which point there will be a feasibility study. The big deposit has not been discovered yet—we have discovered areas of it—but we think that the really big one has yet to be unearthed. At the moment, we have an operational mine on site, which will be used to complement any financing that the company needs.

TGR: Manganese is not Sentient’s only agricultural interest in Brazil.

AP: Yes. Before we made the investment in Ferrometals and Cancana, we had a private company called Brazil Potash Corp., which essentially controls most of a potash basin in the northern part of Brazil. You really can’t find an opportunity like that elsewhere in the world. Brazil Potash is one of the companies that is going to be feeding the potash sector. Brazil imports 90% of its potash, which is ridiculous given the potash endowment in the northern part of the country. So, we believe we’re onto something very good there. We completed a feasibility study on that asset, and it looks very promising.

Sieht nicht so aus, wie wenn Cancana in nächster Zeit zur großen Cash-Cow werden würde, erstmal gemütlich explorieren.
Dann ist noch das JV. Cancana hat 27% glaub ich mal, möglich sind 40%, dazu brauchst dann aber wieder Kohle.
Aber vom Projekt her schön einfach, in Brasilien, daher viel billiger als das Import-Zeugs.
Ähnlich gelagert wie Dusolo mit ihrem Phosphat-Projekt.
haben jetzt ne andere Bude zusätzlich übernommen.
auch so ein auf den Truck und ab Projekt.
Zusätzlicher Vorteil gegenüber normalem Phosphat-Dünger ist, dass das DANF-Zeug zwar langsamer abgegeben wird (mehrjährige Pfrlanzen), dafür aber auch nicht so leicht ausgewaschen wird wie herkömmlicher Dünger.
Dusolo denk ich wirds irgendwann mal einen Knall geben.
Bis jetzt warens allerdings nur Fehlzündungen.
Bald kommt in Brasilien die Regenzeit, sollte sich also nicht viel tun die Tage.
Farmer in Brasilien sind stark abhängig von staatlichen Subventionen, grad für Dünger.
Ob da noch was hängen bleibt wenn die ganzen Seilschaften bedient worden sind?
Und, 10% Inflation, anders als beim gold werden die Produkte in Real bezahlt, die müssen also ganz schöne Margen erwirtschaften, dass was in Aussenwährungen hängenbleibt.

[Popeye82]

trader können sich mal Folgendes ansehen
7stunden alt

Garuda Indonesia - Reports US$51,400,000 3rd Quarter Earnings - Oct 24, 2015
http://m.thejakartapost.com/news/2015/10/23/garuda-s-q3-prof…

"JAKARTA, Oct 24, 2015 - (ACN Newswire) - Garuda Indonesia (IDX: GIAA) booked a net income of $51.4 million through the third quarter 2015, an increase of 123.4% compared to the same period last year when it incurred a loss of $220.1 million.

Garuda Indonesia President and CEO M. Arif Wibowo said in Jakarta on Friday that the Company also increased total revenue from $2.83 billion through the third quarter 2014 to $2.84 billion during the same period in 2015. Meanwhile, total expenses dropped from $3.08 billion to $2.72 million.


"Improvements in the Company's performance are the result of strategic business development measures being carried out through the 'Quick Wins' program, as well as a tight cost efficiency policy that was put into effect at the beginning of the year," he said.

Arif, who is also the Chairman of INACA (Indonesia National Air Carriers Association), further explained that this achievement came when the airline industry is facing huge challenges, from a sluggish economy to a number of "force majeures" or natural disasters, such as volcanic eruptions and haze.

Speaking of Garuda Indonesia's ongoing flight network development, Citilink Indonesia's former president said that the Garuda Indonesia Group (including Citilink) together carried a total of 24.55 million passengers during Jan-Sept 2015, or an increase of 17.5% compared to 20.89 million passengers carried during the same period in the previous year.

Garuda Indonesia carried 17.69 million, comprising 14.51 million domestic passengers and 3.18 million international passengers, through the third quarter 2015, whereas it carried 15.56 million passengers during the same period in 2014. Its subsidiary, Citilink Indonesia, transported 6.87 million passengers between Jan-Sept 2015, an increase of 28.8% from the 5.33 million passengers carried in the same period in 2014.

Garuda Indonesia and Citilink flight frequency in the domestic and international sectors rose from 165,642 fights in the third quarter of 2014 to 186,105 flights in the same period of 2015. In addition, Availability Seat Kilometer/ASK increased from 36.9 billion in 2014 to 38.75 billion in 2015.

Garuda Indonesia also succeeded in increasing Seat Load Factor/SLF to 77.3% in 2015 from 70.7% in 2014. In terms of on time performance (OTP), Garuda Indonesia achieved an OTP of 88.2% in 2015, with an aircraft utilization of 09:11 hours.

Through the third quarter 2015, Garuda Indonesia was also able to increase its market share in both the domestic and international markets. In that time, Garuda Indonesia's domestic market share increased to 44% from the previous 37% in 2014. Meanwhile, Garuda's international market share from Jan-Sept 2015 reached 28%, an improvement from the previous year's 22%.

The Garuda Indonesia Group operates a total of 181 airplanes to date, consisting of eight (8) Boeing 777-300ER, twenty-two (22) Airbus A330-200/300, two (2) Boeing 747-400, ten (10) ATR72-600, fifteen (15) Bombardier CRJ1000 NextGen, eighty-eight (88) Boeing 737-300/500/800NG, and thirty-six (36) Airbus A320, with an average age of 4.7 years. By the end of 2015, the Group will operate a total of 187 airplanes, of which 143 are Garuda Indonesia's and 44 are part of the Citilink fleet, with an average age of 4.3 years.

To anticipate the impact of the Rupiah's weakening exchange rate against the US Dollar, since the first quarter 2015 Garuda Indonesia has signed hedging contracts using "Cross Currency Swaps" with several banks, on Rupiah loans into US Dollars amounting to a total of Rp2 trillion.

By carrying out the Cross Currency Swap, the company will be able to avoid or minimize the risk of a rise in operational costs if paid in Rupiah due to the weakening of the Rupiah exchange rate against the US dollar. This is due to the fact that an airline's operational costs that include the purchase of spare parts, aircraft maintenance, and aircraft leasing are mostly conducted in US dollar AS.

The company is still watching market developments and at the right moment will again hedge and use Cross Currency Swap to leverage the Rupiah. This is part of the company's ongoing Risk Management measures based on the prudence principle. Routine hedging transactions against IDR earnings and USD fuel costs have added to the risk management's work load in the midst of an adverse economic condition at global, regional and national levels.

Moreover, Garuda Indonesia was able to obtain new sources of funding through more competitive cost financing, and in May 2015 issued a 5-year Global Sukuk Bond worth USD 500 million with a coupon of 5.95%.

In line with the airline's continuous service development program, Garuda Indonesia's cabin crew was once again presented with the "The World's Best Cabin Crew 2015" award from Skytrax - the London-based independent airline and airport review specialist, for the second consecutive year, after beating other big players in the airline industry. During the "Skytrax Award 2015" event, Garuda Indonesia also came in eighth place in the "World's Best Airline" list.


About PT Garuda Indonesia(Persero) Tbk.

Presenting a new level of service excellence in air travel, Garuda Indonesia, the national airline of Indonesia, seamlessly connects more than 75 destinations worldwide to not only one of the largest economies in Southeast Asia, but also an array of exotic locations in the beautiful archipelago of Indonesia all at once. With close to 600 daily flights and a fleet of 174 aircraft with the average age of which is less than five years old, Garuda Indonesia proudly serves its passengers with the award-winning "Garuda Indonesia Experience" service, which highlights Indonesia's warm hospitality and rich diverse culture.

The airline continuously strives, through its ongoing transformation program, to provide better and more convenient services with one of the youngest fleets in the sky, which should grow to around 190 aircraft by 2015. The progress of Garuda Indonesia's transformation program can be seen from achieving a Skytrax's 5-star airline rating, one of the world's 10 best airline, as well as winning the prestigious "The World's Best Cabin Crew" award for two consecutive years in 2014 and 2015, and "The World's Best Economy Class" award in 2013, also from Skytrax. Garuda Indonesia is a member of SkyTeam, the global airline alliance with 20 members, providing access to an extensive global network with over 16,320 daily flights to 1,052 destinations in 177 countries.

Garuda Indonesia is listed on the Indonesian Stock Exchange [IDX:GIAA]. For further information, please log on to www.garuda-indonesia.com, follow @IndonesiaGaruda on Twitter, like our Facebook page at PT.GarudaIndonesia, or subscribe to youtube.com/GarudaIndonesia1949.

Source: PT Garuda Indonesia (Persero) Tbk.


Contact:

Benny S. Butarbutar
VP Corporate Communications
PT Garuda Indonesia (Persero) Tbk
Tel: [phone]
Fax: [phone]
Email: [e-mail]
Website: www.garuda-indonesia.com
Twitter: @IndonesiaGaruda "